Luke Ripienski is a financial advisor at Prosperity Capital Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining Prosperity Capital Advisors, he worked at Valor Capital Management, Principal Securities, Inc., and Principal Life Insurance Company. He also serves as a FINRA arbitrator in securities-related disputes. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm uses model-based, asset-allocation strategies with portfolios managed primarily to model targets, incorporating alternatives and structured products through third-party platforms.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Allianz Life and its affiliates for seventeen years as well as at Northwestern Mutual and F&G Insurance Company. Rudolph is also the owner of Legacy Ascent Wealth, an insurance-related business focused on annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm employs a range of model portfolio solutions and discretionary asset management strategies and supports a network of about 89 investment adviser representatives across multiple offices.

Jeffrey Ballek is an independent advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at firms such as Crown Capital Securities LP, Keller Williams Integrity Realty, and BMO Harris Financial Advisors. He is also the owner of Ballek Wealth Management LLC, which sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs. The firm uses an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic and tactical investment approaches.

Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including BrightPath Financial, Regulus Advisors, and Questar Capital Corporation. Outside of her advisory role, she is an ordained minister who occasionally officiates wedding ceremonies for members of her local community and serves as a volunteer and council member for the Woodbury Days event in Woodbury, MN. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds approach with ETFs and mutual funds, utilizing model portfolios and independent managers while providing technology and operational support to other advisers.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Christopher Swanson is a CFP® with 26 years of industry experience. He currently serves with Great Valley Advisor Group, LLC and has held roles at Summit Investment Advisory Services, Inc. and LPL Financial. Outside of financial services, he is involved as an owner and strategic manager of Dunn Bros. Coffee. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Frank Rezack is a financial advisor with BFC PLANNING, Inc. in Rosemount, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2012. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies with an emphasis on client-specific fee structures and operational practices.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

Rachel McDonough is a CFP® professional with 23 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2021. Outside of her advisory role, Ms. McDonough is involved with A-Z Handyman, Inc. in a recordkeeping capacity, owns Wealthfluence, LLC which provides consulting on Faith-Based and ESG investing, and serves on advisory boards for Talanton Impact Fund and the Eagle Strategic Advisory Board, focusing on impact investing and social causes. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm employs a multi-program investment approach with a focus on values-based strategies and operates both as an adviser to outside RIAs and a manager of private pooled investments.

Robert Regenfuss is a financial advisor with Transamerica Retirement Advisors, LLC in Cottage Grove, MN. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to his current role, he has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2007. Outside of advisory work, he is involved in a real estate renovation business where he participates in project coordination and labor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to offer asset allocation and retirement guidance to a large client base.

Jon Rusten is a financial advisor with Eagle Strategies (New York Life) based in Woodbury, Minnesota, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Rusten volunteers with the University of Minnesota College of Education and Human Development, assisting in the development of financial literacy programs for young adults across various education levels. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, with most assets managed on a non-discretionary basis.

James Hillemeier is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has worked at Commonwealth since 2013 and previously was with Northstar Financial Partners, LLC for six years. He is also involved in fixed insurance sales through Zenith Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.

Joshua Rodgers is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Securian Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its “point-in-time” financial plans and managed account solutions.